Back to filter
Original filing (PDF)20251001081543NAL0013943184001
CHILDRENS HEALTH CARE
Form 5500
FILING_RECEIVED
CHILDRENS HOSPITALS AND CLINICS MATCHED SAVINGS PLAN
403(b) retirement plan
Active participants
6,127
Accounts w/ balance
8,194
Plan assets (EOY)
$938.0M
Net assets (EOY)
$938.0M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHILDRENS HEALTH CARE.
Plan sponsor
Name
CHILDRENS HEALTH CARE
EIN
41-1754276
Address
2525 CHICAGO AVENUE · MINNEAPOLIS, MN · 55404
Phone
(952) 992-5300
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$799K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | 36-2668272 | — | CONSULTANT | $75K | — |
Investments
27 direct securities· $935.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Contrafund K6 | — | — | — | $107.7M | 11.5% | |
| Fidelity 500 Index | — | — | — | $101.0M | 10.8% | |
| JPMorgan SmartRetirement 2040 R5 | — | — | — | $100.6M | 10.7% | |
| JPMorgan SmartRetirement 2055 R5 | — | — | — | $73.2M | 7.8% | |
| JPMorgan SmartRetirement 2050 R5 | — | — | — | $65.2M | 6.9% | |
| JPMorgan SmartRetirement 2030 R5 | — | — | — | $62.8M | 6.7% | |
| JPMorgan SmartRetirement 2045 R5 | — | — | — | $61.4M | 6.5% | |
| JPMorgan SmartRetirement 2035 R5 | — | — | — | $60.7M | 6.5% | |
| Fidelity Mid Cap Index | — | — | — | $52.1M | 5.6% | |
| JPMorgan SmartRetirement 2025 R5 | — | — | — | $42.2M | 4.5% | |
| Dodge & Cox Stock Fund | — | — | — | $25.9M | 2.8% | |
| JPMorgan SmartRetirement Income R5 | — | — | — | $23.3M | 2.5% | |
| American Funds EuroPacific Growth R2 | — | — | — | $23.0M | 2.5% | |
| VOYA Fixed Plus Account II | — | — | — | $22.0M | 2.3% | |
| Artisan Partners Small Cap Fund Investor | — | — | — | $20.1M | 2.1% | |
| Fidelity Self-Directed Brokerage Accounts | — | — | — | $18.0M | 1.9% | |
| Metropolitan West Total Return Bond Administrative | — | — | — | $17.6M | 1.9% | |
| Vanguard Federal Money Market | — | — | — | $15.9M | 1.7% | |
| Westwood Quality Small Cap Ultra | — | — | — | $7.5M | 0.8% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | — | — | — | $6.5M | 0.7% | |
| Fidelity International Index | — | — | — | $6.1M | 0.6% | |
| Fidelity US Bond Index | — | — | — | $5.7M | 0.6% | |
| DFA Emerging Market Core Equity | — | — | — | $5.6M | 0.6% | |
| PGIM Global Total Return R6 | — | — | — | $3.4M | 0.4% | |
| T. Rowe Price Modified | — | — | — | $3.3M | 0.4% | |
| T. Rowe Price Modified Growth | — | — | — | $3.0M | 0.3% | |
| T. Rowe Price Conservative | — | — | — | $1.7M | 0.2% |